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Defense Modernization

Defense modernization covers the rearmament and technology refresh underway as governments raise military budgets and restock depleted inventories. Contracts are long, funded, and relatively insensitive to the economic cycle.

163 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
151
Congress Asset Management
Congress Asset Management
Massachusetts
$670M +$18.6M 12 4.78% Increased
152
APG Asset Management
APG Asset Management
Netherlands
$658M +$44.7M 9 1.15% Increased
153
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$654M +$10.5M 51 1.09% Increased
154
Bahl & Gaynor
Bahl & Gaynor
Ohio
$650M +$2.29M 11 3.62% Increased
155
Voloridge Investment Management
Voloridge Investment Management
Florida
$649M -$21.1M 26 2.37% Reduced
156
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$641M -$19.2M 22 1% Reduced
157
William Blair & Company
William Blair & Company
Illinois
$622M +$16.1M 33 1.95% Increased
158
Chevy Chase Trust
Chevy Chase Trust
Maryland
$618M -$11.6M 15 2.02% Reduced
159
WPL
WINDACRE PARTNERSHIP LLC
Texas
$613M -$92.5M 1 8.43% Reduced
160
Rockefeller Capital Management
Rockefeller Capital Management
New York
$609M +$35.1M 26 1.78% Increased
161
ARK Investment Management
ARK Investment Management
Florida
$600M +$27.8M 17 4.15% Increased
162
Fred Alger Management
Fred Alger Management
New York
$599M -$46.1M 12 2.97% Reduced
163
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$598M -$103M 37 1.3% Reduced
164
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$596M -$38.9M 45 2.33% Reduced
165
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$592M -$137M 1 5.72% Reduced
166
Alphinity Investment Management
Alphinity Investment Management
Australia
$590M -$35.9M 1 5.24% Reduced
167
Alyeska Investment Group
Alyeska Investment Group
Illinois
$581M +$139M 13 3.58% Increased
168
Canada Life
Canada Life
Manitoba, Canada
$576M +$50.7M 44 1.16% Increased
169
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$571M +$82.4M 13 2.49% Increased
170
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$568M +$11M 37 1.47% Increased
171
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$567M +$18.1M 10 2.17% Increased
172
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$560M +$233M 36 0.52% Increased
173
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$560M +$5.79M 31 2.45% Increased
174
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$558M +$20.7M 21 1.04% Increased
175
Westwood Holdings Group
Westwood Holdings Group
Texas
$552M +$39.6M 12 4.33% Increased